"It's a business you'd love to own if they're rolling out disruptive new technology, which they have a history of doing. But I don't think Vision Pro is that."
Read More Barton Crocket: Apple's Vision Pro is 'more a bunt than a home run' (video)
From Ben Blanchard and Sarah Wu's "Foxconn expects Q1 revenue drop after slower Q4 demand" posted Friday by Reuters.
Read More Apple supplier Foxconn warns of a seasonal drop against a tough compare
"When I look at the reasons for the downgrades, it didn't feel like there was much substance to it."
Read More Here's Gene Munster dismissing Apple's double downgrades (video)
"App Store revenue grew +10% in the month of December with continued broad strength across all categories." — Analyst Amit Daryanani
Read More Evercore still expecting Apple to outperform ($220 target)
"We are downgrading AAPL to Neutral given our updated outlook for the broader handset environment in 1H24." — Analyst Harsh Kumar
Read More Piper Sandler downgrades Apple, cuts target $15 to $205
From "Global Premium Smartphone Market Continues to See Record Sales in 2023" posted Tuesday by Counterpoint Research.
"Steve Jobs made Apple. Tim Cook made Apple the most successful company on the planet. Here’s how he did it." — Jon Prosser
Read More Finally, a first-rate documentary about Tim Cook's Apple (video)
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